CGFAX Mutual Fund

CGFAX Mutual Fund

NAV$86.82
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Returns Overview

1 Month
-3.49%
3 Months
+3.12%
6 Months
+4.96%
YTD
+5.03%
1 Year
+12.48%
3 Years (annualized)
+20.28%
5 Years (annualized)
+10.45%
10 Years (annualized)
+14.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+6.23%
vs Peers
-1.20%

CGFAX Mutual Fund Performance

CGFAX performance across multiple time periods: 1-month -3.49%, YTD 5.03%, 1-year 12.48%, 3-year 20.28%, 5-year 10.45%, 10-year 14.41%.

CGFAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

CGFAX vs another fund shows side-by-side returns. CGFAX alternatives are available in the Mutual Fund Screener.